Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.8M
AUM Growth
-$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,350
New
Increased
Reduced
Closed

Top Buys

1
+$29.1K
2
+$15K
3
+$11.7K
4
ABT icon
Abbott
ABT
+$9.81K
5
SYF icon
Synchrony
SYF
+$9.65K

Top Sells

1
+$40M
2
+$6.22M
3
+$4.98M
4
TIF
Tiffany & Co.
TIF
+$2.98M
5
EV
Eaton Vance Corp.
EV
+$2.9M

Sector Composition

1 Technology 19.83%
2 Financials 11.96%
3 Healthcare 11.94%
4 Consumer Discretionary 9.09%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$44 ﹤0.01%
2,400
2002
$44 ﹤0.01%
+3,000
2003
$43 ﹤0.01%
8,000
2004
$43 ﹤0.01%
400
2005
$43 ﹤0.01%
270
2006
$43 ﹤0.01%
685
-7,300
2007
$43 ﹤0.01%
2,100
2008
$43 ﹤0.01%
1,545
-1,650
2009
$43 ﹤0.01%
300
2010
$42 ﹤0.01%
2,400
2011
$42 ﹤0.01%
900
2012
$42 ﹤0.01%
1,020
2013
$42 ﹤0.01%
+600
2014
$42 ﹤0.01%
500
2015
$42 ﹤0.01%
5,900
2016
$41 ﹤0.01%
1,000
2017
$41 ﹤0.01%
900
+300
2018
$41 ﹤0.01%
500
2019
$41 ﹤0.01%
780
2020
$41 ﹤0.01%
11,739
2021
$41 ﹤0.01%
1,350
2022
$41 ﹤0.01%
2,850
2023
$41 ﹤0.01%
1,350
2024
$40 ﹤0.01%
700
2025
$40 ﹤0.01%
1,100
79 80
81
82 83